Paraplanner - Norwich

Blakemore Recruitment; Norwich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial planning firm in Norwich is seeking an experienced Paraplanner. The role involves supporting Financial Planners, conducting detailed analysis, constructing financial models, and managing client relationships. Candidates should have a Diploma in Financial Planning and ideally four years of industry experience. This position offers a great opportunity for professional growth in a supportive team environment.

Qualifications

• Minimum of a Diploma in Financial Planning required.
• Four years industry experience preferred.
• Excellent analytical skills required.

Responsibilities

• Support Financial Planners with comprehensive analysis of client requirements.
• Construct financial planning solutions including investment and tax planning.
• Prepare client reviews and investment performance reports.
• Service clients' day-to-day needs and build relationships.
• Coordinate with team members to ensure smooth application processes.

Skills

Administrative skills

Research skills

Report writing

Communication skills

Analytical skills

Education

Diploma in Financial Planning

Job description

We are currently recruiting for a Financial Planning practice in Norwich who are looking to recruit a Paraplanner to join their team.

As a Paraplanner you will have the opportunity to provide a more holistic financial planningsolution, with access to a hub of knowledge, built up by the firms’ Partners who between themhave over 50 years’ experience.

Their approach, together with a loyal client base and a talented team, makes being a Paraplanner atthis company a great opportunity for someone who shares the same ethos.

Overview

To support the Financial Planners in a variety of ways, ensuring a fully compliant service andexcellent client experience is maintained at all times, with a view to developing your industryknowledge and experience of presenting research to clients.

A Day in the Life of a Paraplanner

• Analysis - full analysis of clients’ requirements, development of cash flow models andaccurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long termcare planning, tax and IHT planning) supported by the production of computer models andreports
• Recommendations - preparation of letters and reports (liaising with administrators), takingfull responsibility for the client files and back office IT records throughout the adviceprocess
• Reviews - preparation of client reviews, updating cash flow models, investmentperformance reviews and production of supporting reports, discussion documents andcomputer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone,letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensureapplication and provider forms are prepared as required and clients are updatedthroughout the process
• Partners – working with other professional advisers Solicitors and Accountants toimplement an agreed action plan

About You

You will need :

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast ofcompliance and regulatory changes
• Four years industry experience – preferable
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role